03/30/2022
How investing could provide more than cash over time
While we should all save some of our money for our short-term goals, staying invested could serve you better for the long term, even when markets become more challenging.
Wealth and Asset Management
03/29/2022
A new wealth management myth for 2022: You can’t buy CLM solutions out-of-the-box
The hope was that these platforms would require less in-house technical expertise and maintenance effort, and that they would satisfy the majority of a firm’s client servicing requirements.
03/29/2022
The Royal Mint partners with Quintet Private Bank to introduce the use of recycled gold in an exchange-traded commodity
This follows The Royal Mint’s announcement last year that they would be extracting gold from electronic waste such as laptops and smartphones as the 1,100-year-old organisation continues its sustainability journey as it diversifies for the future.
03/29/2022
BlackRock Again Tops Broadridge’s Fund Brand 50 Global Asset Manager Rankings
Broadridge Fund Brand 50 study reveals best-performing fund brands globally
03/29/2022
Liontrust to pay £51.4m less for Majedie as deal set to complete
At the time of the deal's announcement, the companies said the deal would be worth up to £120m, satisfied by the issue of up to £97m in new ordinary shares and up to £23m in cash to the shareholders of Majedie.
03/29/2022
Credit Suisse stops pursuing new Russian client business and relocates staff
The bank's Moscow office previously had approximately 125 staff working across wealth management and the investment bank.
03/29/2022
Rothschild & Co wins Best Corporate Finance Adviser award
This recognition reflects our leading Debt Advisory activity and follows our previous win of this award in 2020.
03/28/2022
ZEDRA acquires Jersey trust Company
The firm also has over a decade of experience providing trustee services to private equity and real estate institutional funds.
03/28/2022
A new hope for wealth and investment managers?
The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.
03/28/2022
UniCredit to absorb Cordusio SIM to bolster footprint in Italy
Cordusio SIM specialises in wealth management as well as offers asset management, investment services and financial advice among other services.
03/28/2022
Highvern wins European award for its fund administration services
This news follows further recognition of the company
03/25/2022
Energy supply shock and new geopolitical realities
The US and eurozone have been expanding faster than average, and job markets, corporate profits and household savings are all solid, supporting production and consumption.
03/25/2022
Kreston Reeves snaps up advice firm
Tarvos will merge into the Craven Street Wealth group over time
03/25/2022
IFA hit with email hack as FCA warns on cyber resilience
They shared it with Taber to understand “whether it was a scam”.
03/24/2022
Why the Tilney Smith & Williamson names are disappearing
The research also showed that the brands were well-liked by their legacy colleagues and clients.
03/24/2022
Advice consolidator buys IFA firm
Schroders’ subsidiary Benchmark Capital once owned a 24% stake in the acquired company
03/24/2022
SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
03/23/2022
WealthSelect bolsters portfolios
All risk levels within the Managed range of portfolios have seen UK equity exposure reduced following strong performance, while profits have also been taken from holdings in precious metals and natural resources.
03/23/2022
Why are private banks setting up shop in Spain?
The development of the intermediaries Spanish market will be under the remit of Claudia Linares and the bank will strengthen with new hires.
03/23/2022
Annual financial statements of the Credit Suisse Real Estate Fund International as of December 31, 2021
As a result of the portfolio expansion, the positive revaluation of existing properties, and the construction progress of a newbuild project, the market value of the portfolio properties increased to CHF 4,205.5 million (previous year: CHF 4,033.8